China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growthĀ target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
430 Views
Universal Display Q4 Results - Ā Investment Thesis Playing Out.
On Friday, company resoundingly beat 4Q16 consensus estimates with revenue and EPS beat of 9% and 31%, respectively. Ā Following the earnings...
461 Views
Rise of the Machines: The AI Arms Raceā¦
Itās much harder for computers to learn simple inference than a human brain, but once neural network software is ātrainedā it can apply the...
766 Views
We Should Give A Higher Valuation Premium to Samsung on Its Display Business
Hasn't Apple found any other OELD supplier than Samsung's wholly-owned SDC (Samsung Display Corp.)? Is this OLED supply shortage crisis fueled by...
353 Views
China Keeps Its Lead in Supercomputing
This June Chinaās TaihuLight replaced its Tianhe-2 as the worldās fastest supercomputer. The new leader outperforms the latter āby a factor of...
1.7k Views